LDB
GUT

Lee, Danner & Bass’s Gabelli Utility Trust GUT Stock Holding History

Lee, Danner & Bass’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$1.01K – 421
2024
Q4 		$1.01K Buy
+200
New +$1.04K ﹤0.01% 711

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lee, Danner & Bass's GUT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Gabelli Utility Trust (GUT) in Q1 2025, closing a stake of 200 shares — an estimated $1.01K sold.

Lee, Danner & Bass first reported a position in GUT in Q4 2024 and held it in 1 quarter. The position peaked at $1.01K in Q4 2024. 85 funds tracked by Wall St. Rank hold GUT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Gabelli Utility Trust position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 200 Gabelli Utility Trust shares in Q1 2025, an estimated $1.01K.
  • Lee, Danner & Bass first reported a position in Gabelli Utility Trust in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Gabelli Utility Trust position peaked at $1.01K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.